Relationship Account Manager - Cheltenham

Dobson Welch Limited
29 Mar 2019
04 May 2019
Contract Type
Full Time

Relationship Account Manager



We have an exciting opportunity for a motivated professional to join a busy and growing commercial finance company based in Cheltenham. This is a full-time, permanent position offering a basic salary of £25k.

The Relationship Account Manager will join at an exciting period of growth that the business is going through. The Account Manager will be responsible for managing a portfolio of business clients in relation to their commercial finance requirements. Supporting the Director and Business Development team, you will:

  • Develop and maintain strong business relationships with existing and lapsed clients.
  • Engage with referral partners who introduce leads to the business.
  • Sending out quotations and chasing accordingly.
  • Gathering supporting information and paperwork from clients.
  • Preparing finance proposals.
  • Analysis of customer accounts.
  • Responding to client queries via email and telephone in a timely and professional manner.
  • Liaising with deal processing department to ensure the process runs smoothly and clients are updated accordingly.
  • Funder analysis.
  • Support the Director and Business Development team with adhoc duties.

This is an exceptionally customer driven role, so a background in a b2b environment is a must.

To be considered for the role, you will be required to demonstrate the following:

  • Previous experience in a sales support or commercial support role with extensive client communication.
  • An exceptional level of communication, both written and verbal.
  • A high level of attention to detail.
  • A proactive, and self-motivated attitude to work.
  • Ideally you will have a background in financial services, insurance, or professional services.
  • Strong working knowledge of Microsoft Office suite.
  • Previous experience of Salesforce would be a distinct advantage.

This role would suit an individual who is now looking for a long term move to join a truly thriving business who can offer excellent career prospects.

Please note, we are only able to respond to successful applicants, so if you have not heard from a consultant within 5 working days, then please assume your application was unsuccessful on this occasion.

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